Salesforce EssentialsUsed by 73% Professionals

Salesforce Essentials Reviews

Free | Paid

4.3

/5

(Alternatives.co rating)
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Salesforce Essentials is customer relationship management (CRM) software for small and medium-sized businesses that is hosted in the cloud. It aids in the streamlining of numerous procedures that aid in the better management of customer cases to provide assistance across chat, email, social, phone, and self-service help channels.

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Salesforce Essentials
4.2
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G2
4.2
Top Comments by G2
Positive Comments
  • Verified User in Capital MarketsMid-Market(51-1000 emp.)
    Review
    5.0

    All the resources assist me in setting up my sale and provide me with valuable information on where and how our leads are generated. They also assist me in managing leads, following up on them, and determining how to interact. It provides me with a plethora of templates, sequences, and tasks to perform in order to manage the leads generated by our organization. Its dashboard is the best for tracking goals on a daily, weekly, and monthly basis.. I couldn't think of any, to be honest. Everything about Salesforce essentials piques my curiosity. It's a complex yet user-friendly CRM system that integrates well with other sales interaction tools and offers significant sales statistics and report insights. There isn't a single aspect of Salesforce Essentials that I dislike. We can readily examine data based on a precise timetable of events, and we can also use this way to measure the interest of our leads. I can recommend Salesforce Essentials as a useful tool. Salesforce Essentials is aimed at small businesses and startups with fewer than ten sales or support representatives. I only used it for Sales CRM. It assisted me in keeping track of and following up with my clients, as well as storing all of my monthly data and allowed me to see how I was performing, which was extremely beneficial in maintaining my metrics. We can easily track our sales interactions, view our pipeline, and have selected a solution that will scale with our business as we continue to grow.

  • Ramkumar N.Salesforce Developer
    Review
    4.0

    Salesforce Essentials provide me with an ample amount of templates, sequences & tasks to be performed using which we manage our leads in our organization. All the resources aid with setting up our sales & offer tremendous visibility on where & how leads are coming from & their interactions. Its dashboard is the best when it comes to goal tracking on a daily, weekly and monthly basis. There isn't anything in particular to dislike about Salesforce Essentials. It's a powerful yet easy-to-use CRM platform for our sales that integrates well with other sales engagement tools and offers robust sales analytics & report insights. We can conveniently analyze data based on the specific timeline of events through which we can also evaluate the interest of our leads. Personalization & customization of our content based on our customer's requirement is vital for our sales prospect & Salesforce Essentials provides a satisfactory platform for all our needs. We are capable of delivering a unique experience to our customers thanks to its valuable insights. We also efficiently connect with our marketing team to overview their efforts, qualify leads based on the requirement and turn them over to our sales team to close them through its collaboration tools. Managing our pipeline is also convenient as we can assign tasks to our team members and easily track whom we should follow up with it and when is the deadline.

  • Jisha Thomas h.Project Manager
    Review
    5.0

    It helps us manage and track all our customers in one place. We manage multiple contacts and track the client's stages together with the Client Pipeline. Email conversations such as renewal conversations, Minutes of Meetings, and any other conversations are tracked on the platform, and it's straightforward for the Account Managers to track the client's health. With the default fields, we have added many custom fields to track various attributes of the client, such as ARR, Churn risk, Upsell and Cross-sell, etc. Many vertical or horizontal reports can be extracted. Nothing to dislike in Salesforce Essentials. Implementation can sometimes be very techy; hence Maintainance would require an additional resource. Apart from this, It's an amazing platform. As a SaaS company, we need to manage and track Client health. With Salesforce Essential, it's straightforward to track the Client's health along with all the contacts, account details, Email conversations, and revenue forecast in a single place. Salesforce Essential makes it easier for CSMs to collaborate with AMs easily.

Negative Comments
  • Nikki O.Small-Business(50 or fewer emp.)
    Review
    1.5

    The positive PROSPECT of being able to run my business with such effective business tools. Worst customer CARE & NO customer service. I have called more than 15 times to get customer service for a few key issues, and because I am on the essentials plan, I am forced to leave a voice message, which I have left seven times without a return call. Salesforce offers you an essential plan but not even a decent amount of essential customer service. Their product is thorough, but the service is so awful that small businesses that are trying to grow to the next level by using Essentials is stifled because there is no assistance for us when we need help. And, my business contacts, leads and other important details have been completely lost/wiped away in Salesforces system after I spent money on payroll having my employees enter the data, and in order to get help for that major issue, I had to contact Sales and beg for help. Ultimately, however, they never saw me completely through that issue, my data was never restored, and no one followed up in order to bring closure to my case. So, I had to start over, and after attempting to enter some of the same information, I determined that so much of it was lost because we had discarded and shredded papers containing some of the information, trusting Salesforces claims that its CRM system would be all we needed. We trusted SF with our data, and they lost it. There is no accountability for the service to Essentials customers, and I am now in a position where I have to choose a CRM that can support my business, but also balancing the reality that my business will lose more money when I pay to have an employee enter the data that we can salvage FOR A THIRD TIME, and especially if I re-enter it myself. And, Ive gone several months paying for a service that I have not been fully able to use or been provided adequate customer service for. And, I have missed out on being able to use so many of the features of SF because of my issues getting off the ground and staying there, and almost every other time I attempt to login, I am forced to reset my password. The only explanation a SF agent once told me was because I had previously logged in via a default login name assigned to me while using a trial, so when I switched to a paid account, the system experiences glitches. Use a service that is more friendly and supportive of small business needs because Salesforce is not small business friendly. Salesforce offers a reasonable price pint for small businesses but not acceptable service that could help a small business effectively implement its Essentials service and use it in order to scale and grow to the next level. It is not expensive, but when you lose time struggling through issues for which you cannot receive service, you lose money, which then devalues the product and makes your cost much higher than the monthly subscription. I am not able to solve problems that the software promised I would be able to do because of the issues I have mentioned above. I cannot even advance to get to the sales process through G-Suite because I cannot set up clients, leads, contacts, etc., on the back-end AGAIN, since the data was lost. I would most prefer to use a Salesforce regularly each week, but I have been forced to rely on other sources because of the inefficient setup, lack of customer service and support and lost time and money.

  • Taha A.Small-Business(50 or fewer emp.)
    Review
    2.0

    I like the fact that they do allow a developer edition and that does come with API access. This is nice and all but again, we have to figure out yet another complexity in the parent child relationships and mapping. It is nice that they allow you to have full features in the developer edition and it truly shows you the power of salesforce. The API access would really help small companies work to their full potential and in turn can lead to salesforce subscription upgrades! The platform is as robust as they come with almost every setting being customizable, again, I really think the key to unlocking the true potential from a customer side of things, is the API access. Plain and simple, the fact that there is NO API access. The attempts that I took, and the hoops that I went through to try to just get some data out of salesforce was unbelievable. The platform itself is definitely robust, a bit too robust which makes it complicated as it is to use. Then to add too that layer of complexity you have to find workarounds to not having API access. In my opinion, that is literally the only thing they can improve on to make this platform really worthwhile. I personally am looking for a way to receive slack notifications for any new or updated opportunity in salesforce essentials. That is such a simple thing to do with in any edition besides essentials. A simple two second task has turned into months worth of work in creating a connection with Heroku, then setting up an aws database within heroku to run an instance of Trevor IO with postgres. Then taking that sosql query and doing a lookup on it, then finally sending a line of data back out via slack notification. I'm still not done with it yet. Please, just give the people API access, it'll make life so much easier.

  • Verified User in International Trade and DevelopmentSmall-Business(50 or fewer emp.)
    Review
    1.0

    So far, the most useful feature of Salesforce is that I can easily access the information for contacts on either my laptop or on my phone. The other thing that is nice is that Salesforce can be heavily customized. It is too difficult to find basic help for someone who is new to using a comprehensive CRM like Salesforce. I was extremely disappointed that Salesforce completely failed to properly onboard us when we first signed up for a license. This has meant that we were left to guess at the best way to utilize Salesforce for our business. Furthermore, it has been very difficult to get in contact with Salesforce, and to get any satisfactory remedy for the initial failure of Salesforce to welcome us onboard. We would have jumped on the opportunity to engage with a customer left in the lurch in the way we were. Think twice. Then think again. Then, write a list of reasons you must use Salesforce instead of any other software, get assurances that Salesforce will help you implement the software, and schedule both a demo of how it can help your company specifically and your industry generally as well as onboarding assistance. Then ask for a discount for the first year. Salesforce Essentials has not solved any problems in our business. The only benefit we have realized is the ability to collect all of our contacts in one place, where we anticipate being able to see benefits in the future.

GetApp
4.3
Top Comments by GetApp
Positive Comments
  • Katelynn M.Fund-Raising
    Review
    5.0

    Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

  • Hailey G.Health, Wellness and Fitness
    Review
    5.0

    No Comments

  • Emily F.Retail
    Review
    5.0

    No Comments

Negative Comments
  • Elizabeth D.Financial Services
    Review
    1.0

    Bait and switch. Passing the buck. You get handed off to multiple "Teams". Almost every time...there is an additional charge for that "Teams" services. And then there is a recommendation of the implementation team for integration to make everything work that doubles the monthly cost of the platform. You have to pay part of the monthly cost up upfront to even get to the integration team. We are out $12,000 and never got to use the platform because it would not integrate with our Custodian, Fidelity. (We told them upfront -multiple times- who our custodian was and were not informed of this.) BEWARE!

  • DAVID T.Nonprofit Organization Management
    Review
    1.0

    Very disappointed.

  • Audrey M.Higher Education
    Review
    2.0

    No Comments

Trustradius
4.8
Top Comments by Trustradius
Positive Comments
  • Melanie ZehrVP of Operations
    Review
    5.0

    We selected SalesforceIQ over insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product.
    SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
    Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details. SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually. SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
    SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location. Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.

  • Verified User
    Review
    4.5

    It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
    A necessary tool for lead generation and business development.
    CRM Managment Streamlining Sales Funnel Providing data sets and analytics
    Price point for smaller startups. Not budget friendly.

Negative Comments
  • Melanie ZehrVP of Operations
    Review
    5.0

    We selected SalesforceIQ over insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product.
    SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
    Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details. SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually. SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.
    SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location. Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.

  • Verified User
    Review
    4.5

    It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
    A necessary tool for lead generation and business development.
    CRM Managment Streamlining Sales Funnel Providing data sets and analytics
    Price point for smaller startups. Not budget friendly.

Capterra
4.3
Top Comments by Capterra
Comments
  • Katelynn M.Grant Manager
    Review
    5.0

    Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.
    I made the switch because of being in a new company but also salesforce is MUCH more intuitive to use. Way less convoluted.
    I like that it works as a CRM even though it was created for a slightly different purpose. As a grant writer I can record every interaction with a funder and I can include the proposal and any other documentation we have received. It is easy to find the entire history with that organization and it really helps me track everything in one place.
    I do wish the task tracking was set up a little differently, or at least customizable if it isnt already and I'm just not aware of it. I use task tracking to record every interaction I have with a funder but it doesn't perfectly fit for that. For instance I want to record that I emailed them and I have to select a "due date" but there isn't a due date for that. I just put today's date but I wish I could customize it so that it just said date. It would also be nice if I could record comments on the same page as I record a task but I have to save the task then reopen it and then I can write the comments detailing it.

  • Clayton G.Database Manager
    Review
    3.0

    I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.
    We made the switch to add more features, and ended up switching back to BNTouch for the simple user friendly convenience, and the straight forward aspect of it for email campaigns, marketing, etc. Salesforce has BNTouch beat on complexity, but BNTouch seems to be more productive overall.
    There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.
    Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

  • Nomava N.Freelancer
    Review
    5.0

    Salesforce Essentials organizes my call list and my call rhythm. I can quickly search and find everything I need related to my contacts and easily link to other services I use.
    Salesforce is a remarkable tool program. It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times. It is extremely versatile as you can explain your file with ease. It is also an application that offers several of the best options, which is why I assume it is among the best programs. This program is fast and easy to use. Moreover, with this tool, I can complete all my tasks without any delay so that I am not disturbed while doing my work and my work is done quickly and smoothly. It increases the productivity of the employees and hence it is a tool that I would recommend. I suggest buying the application and start getting the results you want today.
    Pricing. Just too expensive for doing lots of API calls for refreshing databases moreover when users double (CSM, account managers, AEs). For a limited business, over there is too much to sort through for everything we need. It would be noteworthy to have a \' lite\' version or something where the interface was simplified.

  • Verified Reviewer
    Review
    5.0

    I work as an executive for a 3-person start-up. We are in the seed stage of a start-up's life-cycle, and are sourcing investment opportunities left and right. The team desperately needed to organize our contacts and improve our internal communication. RelateIQ organized all our historical communications, contacts, and accounts, and simplified the process of viewing, editing and evaluating our pipeline as a team.
    Customer service: Our Accnt Mgr, Jane Alexander was an incredible resource with her wealth of knowledge, accessibility, and amenable personality. Product: A highly customizable and collaborative tool, simple and intuitive. the iPad of CRM.
    Would love to be able to integrate a calendar function into the platform to schedule precise timelines for follow-up and set future meetings. An internal chat function would also be great to streamline communication.

  • Verified Reviewer
    Review
    4.0

    Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.
    In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

  • Patrick C.Financial Planner
    Review
    4.0

    As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.
    SmartOffice didn't have the flexibility and mobile use i needed from a CRM.
    I like that the product has the ability to be completely customized to one's needs.
    As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.

Alternativeto.net
3.2
Top Comments by Alternativeto.net
Comments
  • davidschwartz88
    Review
    2.0

    We paid so much money for this system. We tried to get out for years but we could never get complete set of our data unless we paid $25K! The system is nice but too expensive, the support is arrogant and the billing is crooked!

  • Nasch
    Review
    2.0

    If you are not a recession right now, this might be a thing for you. Just like Adobe or Microsoft this company also abuses its market position for manipulation. Could aswell pay oracle or SAP to waste money.

  • remcovanderpluijm
    Review
    5.0

    The No. 1 CRM tool and appstore with all the relevant business apps to integrate with Salesforce.